Micro Focus Content Manager SDK 10.1
TRIM.SDK.Classification Class Reference

A subject or functional entry used to classify (and possibly affect behaviour of) a set of Records More...

Inheritance diagram for TRIM.SDK.Classification:
TRIM.SDK.ITrimLabels TRIM.SDK.ITrimActiveDates TRIM.SDK.ITrimAccessControlDefault TRIM.SDK.ITrimAccessControl TRIM.SDK.ITrimSecurity TRIM.SDK.ITrimUserFields TRIM.SDK.ITrimNotes TRIM.SDK.TrimMainObject

Public Member Functions

 Classification (Database database, TrimURI uri)
 
 Classification (Database database, string name)
 
 Classification (Database database)
 
Classification NewCopy ()
 Create a copy of this classification and locate it within the specified classification More...
 
Classification NewCopy (Classification within)
 
Classification NewLowerLevel ()
 Create a new lower classification object for this classification More...
 
void MoveClassification (Classification newParent, bool updateAssociatedRecordNumbers)
 This will move the classification to a new position within the classification hierarchy More...
 
void SetNotes (string newValue, NotesUpdateType TypeOfNotesUpdate)
 Updates the notes attached to this object. Typically used when a new contibution is to be combined with the existing notes, as some users only have the privilige to add to the notes, rather than overwriting them. More...
 
void SetActiveDateRange (TrimDateTime validFromDate, TrimDateTime validToDate)
 Sets the date range for which this object is active. Note that only the date component of the date and time is relevant for active date ranges. More...
 
void ApplyUserLabel (UserLabel userLabelToApply)
 Creates a link between the nominated user label and this object. More...
 
void DetachUserLabel (UserLabel userLabelToDetach)
 Removes the link between the nominated user label and this object. More...
 
void AddToFavorites ()
 Adds the object to the special user label called 'Favorites' More...
 
void RemoveFromFavorites ()
 Removes the object from the special user label called 'Favorites' More...
 
bool ChangePositionWithinFavorites (LabelPositionChange positionChange)
 Changes the position of this object within a users list of favorite objects of this type More...
 
bool ChangePositionWithinUserLabel (UserLabel label, LabelPositionChange positionChange)
 Changes the position of this object within a users list of objects that have been labeled with the specified user label More...
 
UserFieldValue GetFieldValue (FieldDefinition userFieldType)
 Gets the value of the nominated user-defined field for this object. More...
 
void SetFieldValue (FieldDefinition userFieldType, UserFieldValue newValue)
 Sets the value of the nominated user-defined field for this object. More...
 
string GetFieldValueAsString (FieldDefinition userFieldType, StringDisplayType fieldValueStringType, bool useHTMLEscapeChars)
 Gets a string representation of a user-defined field value in a format appropriate for a specific use. More...
 
- Public Member Functions inherited from TRIM.SDK.TrimMainObject
virtual void Save ()
 Permanently commits all changes made to this object (and all its child objects). For new objects a new unique identifier will be allocated (Uri). More...
 
string MakeReference (string SuggestName)
 Creates a TRIM reference file for this object, given the path and filename. A reference file can be associated with the Open command of various of the TRIM executables - TRIM.exe, TRIMDesktop.exe, etc. When the reference file is double-clicked, the associated application will then launch (or activate if it already running) and the object will then be displayed inside that executable. Returns a string containing the path and filename of the reference file created. More...
 
virtual void Delete ()
 Permanently removes this object and all its associated child objects from the database. More...
 
bool IsDeleteOk ()
 Determines if this object can be deleted. If it returns false, check the ErrorMessage details for more information. It is possible that the ErrorMessage property could contain a warning message even though the function returns true. More...
 
bool Verify (bool failOnWarning)
 Verifies all properties that have been modified since this object was last saved. Returns a Boolean value indicating whether the function succeeded. If false, the error description is stored in the ErrorMessage property. More...
 
TrimChildObjectList GetChildObjectList (BaseObjectTypes childType)
 Retrieves the child object collection of the nominated child object type. More...
 
TrimMainObject GetNewCopy ()
 Creates a new TrimMainObject which is a copy of this TrimMainObject. Where appropriate, property values are copied from this TrimMainObject to the new TrimMainObject. You will generally need to set any unique properties manually afterwards, prior to committing this new TrimMainObject to the TRIM database with the Save() method. See also the NewCopy function of the derived objects that implement this capability. Will return NULL if this object does not support the Copy function. More...
 
virtual void Refresh ()
 Resets this object to the current state on the database, will revert any changes that might have been made. Only required if you are not using BOBnotifications, or need to guarantee a really up-to-date version of the object state. More...
 
virtual void Reindex (bool doWordIndex, bool doAdditionalFields, bool doContentEngine)
 Sends an indexing request to the event processor to update main text index on the object, indexes for additional fields or indexes for the content engine. More...
 
- Public Member Functions inherited from TRIM.SDK.TrimObject
bool IsMandatory (FieldDefinition field)
 Gets a boolean value indication whether the specified field must have a non-NULL value for this object. More...
 
bool IsValidFor (int purpose)
 Call this method to determine if this object can be used for the nominated purpose. To determine what the valid purposes are, look in the derived class at the more type safe versions of this function. More...
 
bool IsValidFor (int purpose, TrimMainObject purposeExtraObject)
 Call this method to determine if this object can be used for the nominated purpose. To determine what the valid purposes are, look in the derived class at the more type safe versions of this function. The purposeExtraObject is necessary for some purpose types - once again, the derived class will have more information. More...
 
bool IsValidFor (int purpose, int purposeExtraEnumValue)
 Call this method to determine if this object can be used for the nominated purpose. To determine what the valid purposes are, look in the derived class at the more type safe versions of this function. The purposeExtraInformation is necessary for some purpose types - once again, the derived class will have more information. More...
 
bool HasPermission (GenericPermissions prm)
 Checks to see if the currently logged in user has permission to perform the generic action on this object More...
 
bool HasPropertyPermission (GenericPermissions prm, PropertyIds propId)
 Checks to see if the currently logged in user has permission to perform the generic action on the specified property of this object More...
 
- Public Member Functions inherited from TRIM.SDK.TrimPropertySet
TrimIcon GetPropertyIcon (PropertyIds propertyId)
 Gets the icon value associated the a property of this object. More...
 
TrimMainObject GetPropertyTrimObject (PropertyIds dnPropId)
 
string GetPropertyString (PropertyIds dnPropId)
 
int GetPropertyLong (PropertyIds dnPropId)
 
long GetPropertyLong64 (PropertyIds dnPropId)
 
bool GetPropertyBool (PropertyIds dnPropId)
 
TrimDateTime GetPropertyDate (PropertyIds dnPropId)
 
TrimDecimal GetPropertyDecimal (PropertyIds dnPropId)
 
TrimCurrency GetPropertyCurrency (PropertyIds dnPropId)
 
TrimURI GetPropertyUri (PropertyIds dnPropId)
 
bool SetPropertyTrimObject (PropertyIds dnPropId, TrimMainObject newValue)
 
bool SetPropertyString (PropertyIds dnPropId, string newValue)
 
bool SetPropertyLong (PropertyIds dnPropId, int newValue)
 
bool SetPropertyLong64 (PropertyIds dnPropId, long newValue)
 
bool SetPropertyBool (PropertyIds dnPropId, bool newValue)
 
bool SetPropertyDate (PropertyIds dnPropId, TrimDateTime newValue)
 
bool SetPropertyCurrency (PropertyIds dnPropId, TrimCurrency newValue)
 
bool SetPropertyDecimal (PropertyIds dnPropId, TrimDecimal newValue)
 
bool SetPropertyDouble (PropertyIds dnPropId, double newValue)
 
bool SetPropertyUri (PropertyIds dnPropId, TrimURI newValue)
 
bool ClearProperty (PropertyIds dnPropId)
 
object GetProperty (PropertyIds propId)
 
bool SetProperty (PropertyIds propId, object newValue)
 
string GetPropertyAsString (PropertyIds propertyId, StringDisplayType propertyValueStringType, bool useHTMLEscapeChars)
 Gets a string representation of a property value in a format appropriate for a specific use. More...
 
bool IsMandatory (PropertyIds propertyId)
 Gets a boolean value indication whether the specified property must have a non-NULL value for this object. More...
 
bool VerifyProperty (PropertyIds propertyId, bool doMandatoryChecks)
 Verifies the value of a particular property, by cross checking it against other property values. The ErrorMessage property provides details if the verification fails. More...
 
bool CanModifyProperty (PropertyIds propertyId)
 Indicates whether the current user has the permission to modify the specified property. More...
 

Static Public Member Functions

static void SetTopLevelNumbering (Database database, string pattern, string lastNumber)
 Sets the numbering patter to use for all the top leel classifications, and also sets the last number used for any of the top levels More...
 

Properties

string AccessExclusions [get]
 Gets a string listing all the locations that have been specifically excluded from accessing records of this classification using the Exclusions feature. More...
 
ActionDefAction [get, set]
 Gets or sets a an action or procedure that will be attached to a new record created within this classification. More...
 
LocationApprover [get, set]
 Gets or sets a location responsible for approving this classification More...
 
bool AvailableForAutoClassification [get]
 Gets a boolean value indicating whether this classification can be selected by the automatic classification engine as a classification suitable for one or more records. More...
 
bool CanAttachRecords [get, set]
 Gets or sets a boolean value indicating whether records can be attached to this classification level. More...
 
string ChildLastNumber [get, set]
 Gets or sets a string containing the id number of the last sub classification that was created. It is used as the starting point for creation of further sub classifications, and must follow the numbering pattern specified in the Classification.ChildPattern property. More...
 
string ChildPattern [get, set]
 Gets or sets a string containing the numbering pattern by which the identification number of sub classifications will be set. The starting number (last number used) is held in the Classification.ChildPatternLastNbr property. No child classifications can be created unless this pattern is defined. More...
 
RecordClass ClassOfRecord [get, set]
 Gets or sets a RecordClass enum value indicating the default record class to be applied to records of this classification. This record class will replace any default record class assigned to the record through record type. More...
 
bool ContainerCreation [get, set]
 Gets or sets a boolean value indicating whether containers should be created when auto-classifying records into this classification. More...
 
DateIntervalSing ContainerDateInterval [get, set]
 Gets or sets an enumerated value indicating whether the date range for the container should be a day, a week, a month or a year when auto-classifying records into this classification More...
 
bool ContainerHasDateRange [get, set]
 Gets or sets a boolean parameter indicating whether containers should be allocated based on a date range for contained items when auto-classifying records into this classification. More...
 
bool ContainerPerOwner [get, set]
 Gets or sets a boolean value indicating whether the classification should allocate a new container based on the owner location of the record being auto-classified into this classification More...
 
FieldDefinitionContainerPerUserField [get, set]
 Gets or sets a field definition object indicating that the classification should allocate a new container based on the value of the specified user defined field when auto-classifying records into this classification More...
 
int ContainerSizeThreshold [get, set]
 Gets or sets a number which determines the maximum number of contained items for containers created when auto-classifying records into this classification More...
 
string ContainerTitleTemplate [get, set]
 Gets or sets a string value containing a template to be used when constructing the title of the container record for auto-classification. More...
 
RecordTypeContainerType [get, set]
 Gets or sets the record type to be used when creating containers to be used when auto-classifying records into this classification. More...
 
int DaysDue [get, set]
 Gets or sets an integer containing the number of days until work on a record within this classification is due to be complete. It basically sets a reminder date and is not used if the SetDueDateFromActions property is set. More...
 
JurisdictionDefaultJurisdiction [get, set]
 Gets or sets the default jurisdiction of this classification. A classification can either have a default jurisdiction or a default jurisdiction group. More...
 
bool HasChildClassifications [get]
 Gets a boolean value indicating if this classification has any lower level classifications. More...
 
LocationHomeLocation [get, set]
 Gets or sets the default home location for records of this Classification. The home location is traditionally used to hold the storage location of a record. This Location will replace any default home location assigned to the record through record type. More...
 
string IdNumber [get]
 Gets a string containing the unique identification number for this Classification. This number uniquely identifies the Classification amongst all other Classifications. It consists of the level number (Classification.LevelNumber) for this Classification preceded by the level numbers of all the parent classifications in this classification's hierarchy. The number will appear compressed (any leading zeros removed) if the numbering pattern for this classification involves upper case numeric characters. The numbering pattern for this Classification is held in the ChildPattern property of its parent classification. More...
 
string IdNumberUncompressed [get]
 Gets a string containing the expanded form of the unique identification number for this Classification. This consists of the expanded level number (Classification.LevelNumberUncompressed) for this Classification preceded by the expanded level numbers of all the Classification terms in this Classification's hierarchy. More...
 
long IdolCategory [get, set]
 Gets or sets the IDOL category ID associated with this classification - used for category training and automatic classification. More...
 
bool IsApproved [get, set]
 Gets or sets a boolean value indicating that this classification has been approved for use in classifying records. More...
 
string LevelNumber [get, set]
 Gets or sets a string containing the level number for this Classification. This number uniquely identifies the Classification amongst the other Classification levels of the same parent Classification. The level number will appear compressed (any leading zeros removed) if the numbering pattern for this classification involves upper case numeric characters. The numbering pattern for this Classification is held in the ChildPattern property of its parent Classification. More...
 
string LevelNumberUncompressed [get, set]
 Gets or sets a string containing the expanded form of the level number for this Classification. This number uniquely identifies the Classification amongst the other classification levels of the same parent classification. More...
 
int MinimumConfidenceLevel [get, set]
 Gets or sets a number value (1-100) indicating the minimum confidence level attained before this classification can be selected for Auto-Classification More...
 
new string Name [get, set]
 Gets or sets a string containing the name of this Classification object. This is the name of this Classification level alone, for example 'General' (sub classification in the 'Accommodation - Domestic - General' hierarchy). More...
 
bool NumberingIsManual [get]
 Gets a Boolean value indicating whether the numbering of records using this Classification requires manual input. More...
 
string OnlyRecordTypes [get]
 Gets a string listing all the record types this classification is allowed to be attached to. More...
 
LocationOwnerLocation [get, set]
 Gets or sets the default owner location for records of this Record Type. The owner location traditionally has responsibility for a record. Only users that belong to the owner location of a record can initially set its access controls. This Location will replace any default owner location assigned to the record through record type. More...
 
ClassificationParentClassification [get]
 Gets or sets the parent classification for this classification. Top level classifications do not have a parent classification. When setting the ParentClassification, a number of default values will be inherited from the parent, so you should set this property first on any new classification. More...
 
bool PendingAutoClassification [get, set]
 Gets or sets a boolean property indicating whether this classification is used as a holding bay for the auto classification processor More...
 
string PolicyCentreGUID [get, set]
 Gets or sets a GUID value indicating the unique identifier for this classification in the Policy Center integration More...
 
bool PreventAutoClassification [get, set]
 Gets or sets a boolean property indicating whether this classifiication is excluded from the set of classifications used by the Auto-Classification tool More...
 
string RecordLastNumber [get, set]
 Gets or sets a string containing the starting number for any new records created with this Classification, if they are numbered by classification. This should be set to a value that matches the numbering pattern determined by the Classification.RecPattern property. More...
 
string RecordPattern [get, set]
 Gets or sets a string containing the numbering pattern by which the record number for records created with this Classification should be set, if the records are numbered by classification. The starting number (last number used) is held in the Classification.RecPatternLastNbr property. No records can be created from this level unless this pattern is defined. More...
 
ScheduleRetentionSchedule [get, set]
 Gets or sets a Schedule object which is the Retention Schedule that should be applied to records of this Classification. This Retention Schedule will replace any default schedule assigned to the record through record type. More...
 
bool SetDueDateFromActions [get, set]
 Gets or sets a Boolean value indicating whether the DateDue property of a record should be updated based on the current action assigned to the record. More...
 
WorkflowTemplateStartupTemplate [get, set]
 Gets or sets a default Workflow Template used to initiate a new workflow whenever a new record is created within this classification. More...
 
string Title [get]
 Gets a string containing the title of this Classification object, used as the generated part of the title when titling records by classification. It consists of the name of this Classification level (held in the Classification.Name property) preceded by the names of all the Classification terms in this Classification's hierarchy. For example, 'Accommodation - Domestic - General' is the title of the Classification with name 'General'. More...
 
ClassificationOnlyRecordTypes ChildOnlyRecordTypes [get]
 Get the list of Only Record Types More...
 
ClassificationSapBusinessObjects ChildSapBusinessObjects [get]
 Get the list of SAP Business Object Links More...
 
LocationList Exclusions [get, set]
 Gets or sets a list of locations that have been specified as being excluded access to all records of this classification due to conflicts of interest More...
 
bool CanModifyExistingNotes [get]
 
bool CanAddToNotes [get]
 
string Notes [get, set]
 
TrimSecurityProfileSecurityProfile [get, set]
 
TrimAccessControlListAccessControlList [get, set]
 
TrimAccessControlListDefaultAccessControlList [get, set]
 
TrimDateTime DateActiveFrom [get]
 
TrimDateTime DateActiveTo [get]
 
string ActiveDateRangeDescription [get]
 
bool IsActive [get]
 
- Properties inherited from TRIM.SDK.TrimMainObject
TrimDateTime LastUpdatedOn [get]
 Returns the date and time that changes to this object were last committed. More...
 
LocationLastUpdatedBy [get]
 Returns the user that committed the most recent change to this object. More...
 
string Name [get]
 Gets a string name for this object which is a user-friendly way of displaying this object. For most TRIM objects the name is a unique string, although some times this is not the case (eg Location Names). More...
 
bool Verified [get]
 Gets a Boolean value indicating whether the object has been verified. That is, whether a call to the 'Verify' method has been made and has succeeded. More...
 
string WebURL [get]
 
bool IsInFavorites [get]
 Gets a boolean value indicating whether this object is in the current user's list of favorites More...
 
string UpdateComment [get, set]
 Gets or sets a string value to be recorded with any audit entries related to the update of this object More...
 
- Properties inherited from TRIM.SDK.TrimObject
BaseObjectTypes TrimType [get]
 Gets a BaseObjectTypes enum value indicating the type of this object. More...
 
TrimURI Uri [get]
 Gets the unique row identifier for this object. Once an object has been committed to the database, typically by calling a Save method, this unique identifier is allocated. From that time on, the uri will remain constant and can never be changed. It is always unique across all objects of the same Type. More...
 
string URN [get]
 Gets the uniform resource name for this object. More...
 
string NameString [get]
 Gets a string name for this object which is a user-friendly way of displaying this object. For most TRIM objects the name is a unique string, although some times this is not the case (eg Location Names). More...
 
string NameStringExtra [get]
 Gets a more verbose description of this object, particularly when the name is perhaps a little cryptic or not enough to fully describe the object. More...
 
bool IsReadOnly [get]
 Gets a boolean parameter indicating if this object is "ReadOnly". This would generally indicate that none of the object's properties could be modified, in some cases there are exceptions that can be tested via CanModifyProperty method. More...
 
bool PossiblyHasSubordinates [get]
 Indicates if this object could possibly have child objects of the same type that can be displayed in a hierarchy. More...
 
- Properties inherited from TRIM.SDK.TrimPropertySet
string ErrorMessage [get]
 All TRIM SDK objects have an ErrorMessage property which can be used to examine any error that may have occurred in the most recent method call. More...
 
TrimException Error [get]
 All TRIM SDK objects have an Error property which can be used to examine any error that may have occurred in the most recent method call. More...
 
Database Database [get]
 Gets the TRIM Database object in which this object resides. All TRIM objects live within a particular TRIM database and cannot be created without one. More...
 
virtual string Caption [get]
 Gets the user-defined caption that has been associated with all TrimPropertySets of this type. More...
 
virtual TrimIcon Icon [get]
 Gets the icon value associated this TrimPropertySet. More...
 
bool IsModified [get]
 Gets a boolean parameter indicating if any changes have been made to this object since it was first constructed, or last saved. More...
 
- Properties inherited from TRIM.SDK.ITrimNotes
bool CanModifyExistingNotes [get]
 Gets a boolean parameter indicating whether the current user can modify the existing notes attached to this object. More...
 
bool CanAddToNotes [get]
 Gets a boolean value indicating whether the current user can either append or prepend some text to the existing notes. More...
 
string Notes [get, set]
 Gets or sets a string value corresponding to the notes attached to this object. More...
 
- Properties inherited from TRIM.SDK.ITrimSecurity
TrimSecurityProfile SecurityProfile [get, set]
 Gets or sets the security profile attached to this object. More...
 
- Properties inherited from TRIM.SDK.ITrimAccessControl
TrimAccessControlList AccessControlList [get, set]
 Gets or sets the access control list attached to this object. More...
 
- Properties inherited from TRIM.SDK.ITrimAccessControlDefault
TrimAccessControlList DefaultAccessControlList [get, set]
 Gets or sets the default reference or copied access control list attached to this object. More...
 
- Properties inherited from TRIM.SDK.ITrimActiveDates
TrimDateTime DateActiveFrom [get]
 Gets the TrimDateTime property corresponding to when this object first became active. If the returned value is blank, it indicates that the item has always been active (until the DateActiveTo value). More...
 
TrimDateTime DateActiveTo [get]
 Gets the TrimDateTime property corresponding to when this object first became active. If the returned value is blank, it indicates that the item has always been active (until the DateActiveTo value). More...
 
string ActiveDateRangeDescription [get]
 Gets a string describing the period during which this object was active. More...
 
bool IsActive [get]
 Gets a boolean value indicating whether this object is currently active. More...
 

Detailed Description

A subject or functional entry used to classify (and possibly affect behaviour of) a set of Records

Constructor & Destructor Documentation

◆ Classification() [1/3]

TRIM.SDK.Classification.Classification ( Database  database,
TrimURI  uri 
)

◆ Classification() [2/3]

TRIM.SDK.Classification.Classification ( Database  database,
string  name 
)

◆ Classification() [3/3]

TRIM.SDK.Classification.Classification ( Database  database)

Member Function Documentation

◆ AddToFavorites()

void TRIM.SDK.Classification.AddToFavorites ( )

Adds the object to the special user label called 'Favorites'

Implements TRIM.SDK.ITrimLabels.

◆ ApplyUserLabel()

void TRIM.SDK.Classification.ApplyUserLabel ( UserLabel  userLabelToApply)

Creates a link between the nominated user label and this object.

Implements TRIM.SDK.ITrimLabels.

◆ ChangePositionWithinFavorites()

bool TRIM.SDK.Classification.ChangePositionWithinFavorites ( LabelPositionChange  positionChange)

Changes the position of this object within a users list of favorite objects of this type

Implements TRIM.SDK.ITrimLabels.

◆ ChangePositionWithinUserLabel()

bool TRIM.SDK.Classification.ChangePositionWithinUserLabel ( UserLabel  userLabelToChange,
LabelPositionChange  positionChange 
)

Changes the position of this object within a users list of objects that have been labeled with the specified user label

Implements TRIM.SDK.ITrimLabels.

◆ DetachUserLabel()

void TRIM.SDK.Classification.DetachUserLabel ( UserLabel  userLabelToDetach)

Removes the link between the nominated user label and this object.

Implements TRIM.SDK.ITrimLabels.

◆ GetFieldValue()

UserFieldValue TRIM.SDK.Classification.GetFieldValue ( FieldDefinition  userFieldType)

Gets the value of the nominated user-defined field for this object.

Implements TRIM.SDK.ITrimUserFields.

◆ GetFieldValueAsString()

string TRIM.SDK.Classification.GetFieldValueAsString ( FieldDefinition  userFieldType,
StringDisplayType  fieldValueStringType,
bool  useHTMLEscapeChars 
)

Gets a string representation of a user-defined field value in a format appropriate for a specific use.

Implements TRIM.SDK.ITrimUserFields.

◆ MoveClassification()

void TRIM.SDK.Classification.MoveClassification ( Classification  newParent,
bool  updateAssociatedRecordNumbers 
)

This will move the classification to a new position within the classification hierarchy

◆ NewCopy() [1/2]

Classification TRIM.SDK.Classification.NewCopy ( )

Create a copy of this classification and locate it within the specified classification

◆ NewCopy() [2/2]

Classification TRIM.SDK.Classification.NewCopy ( Classification  within)

◆ NewLowerLevel()

Classification TRIM.SDK.Classification.NewLowerLevel ( )

Create a new lower classification object for this classification

◆ RemoveFromFavorites()

void TRIM.SDK.Classification.RemoveFromFavorites ( )

Removes the object from the special user label called 'Favorites'

Implements TRIM.SDK.ITrimLabels.

◆ SetActiveDateRange()

void TRIM.SDK.Classification.SetActiveDateRange ( TrimDateTime  validFromDate,
TrimDateTime  validToDate 
)

Sets the date range for which this object is active. Note that only the date component of the date and time is relevant for active date ranges.

Implements TRIM.SDK.ITrimActiveDates.

◆ SetFieldValue()

void TRIM.SDK.Classification.SetFieldValue ( FieldDefinition  userFieldType,
UserFieldValue  newFieldValue 
)

Sets the value of the nominated user-defined field for this object.

Implements TRIM.SDK.ITrimUserFields.

◆ SetNotes()

void TRIM.SDK.Classification.SetNotes ( string  NewNotesText,
NotesUpdateType  TypeOfNotesUpdate 
)

Updates the notes attached to this object. Typically used when a new contibution is to be combined with the existing notes, as some users only have the privilige to add to the notes, rather than overwriting them.

Implements TRIM.SDK.ITrimNotes.

◆ SetTopLevelNumbering()

static void TRIM.SDK.Classification.SetTopLevelNumbering ( Database  database,
string  pattern,
string  lastNumber 
)
static

Sets the numbering patter to use for all the top leel classifications, and also sets the last number used for any of the top levels

Property Documentation

◆ AccessControlList

TrimAccessControlList? TRIM.SDK.Classification.AccessControlList
getset

◆ AccessExclusions

string TRIM.SDK.Classification.AccessExclusions
get

Gets a string listing all the locations that have been specifically excluded from accessing records of this classification using the Exclusions feature.

◆ Action

ActionDef? TRIM.SDK.Classification.Action
getset

Gets or sets a an action or procedure that will be attached to a new record created within this classification.

◆ ActiveDateRangeDescription

string TRIM.SDK.Classification.ActiveDateRangeDescription
get

◆ Approver

Location? TRIM.SDK.Classification.Approver
getset

Gets or sets a location responsible for approving this classification

◆ AvailableForAutoClassification

bool TRIM.SDK.Classification.AvailableForAutoClassification
get

Gets a boolean value indicating whether this classification can be selected by the automatic classification engine as a classification suitable for one or more records.

◆ CanAddToNotes

bool TRIM.SDK.Classification.CanAddToNotes
get

◆ CanAttachRecords

bool TRIM.SDK.Classification.CanAttachRecords
getset

Gets or sets a boolean value indicating whether records can be attached to this classification level.

◆ CanModifyExistingNotes

bool TRIM.SDK.Classification.CanModifyExistingNotes
get

◆ ChildLastNumber

string TRIM.SDK.Classification.ChildLastNumber
getset

Gets or sets a string containing the id number of the last sub classification that was created. It is used as the starting point for creation of further sub classifications, and must follow the numbering pattern specified in the Classification.ChildPattern property.

◆ ChildOnlyRecordTypes

ClassificationOnlyRecordTypes TRIM.SDK.Classification.ChildOnlyRecordTypes
get

Get the list of Only Record Types

◆ ChildPattern

string TRIM.SDK.Classification.ChildPattern
getset

Gets or sets a string containing the numbering pattern by which the identification number of sub classifications will be set. The starting number (last number used) is held in the Classification.ChildPatternLastNbr property. No child classifications can be created unless this pattern is defined.

◆ ChildSapBusinessObjects

ClassificationSapBusinessObjects TRIM.SDK.Classification.ChildSapBusinessObjects
get

Get the list of SAP Business Object Links

◆ ClassOfRecord

RecordClass TRIM.SDK.Classification.ClassOfRecord
getset

Gets or sets a RecordClass enum value indicating the default record class to be applied to records of this classification. This record class will replace any default record class assigned to the record through record type.

◆ ContainerCreation

bool TRIM.SDK.Classification.ContainerCreation
getset

Gets or sets a boolean value indicating whether containers should be created when auto-classifying records into this classification.

◆ ContainerDateInterval

DateIntervalSing TRIM.SDK.Classification.ContainerDateInterval
getset

Gets or sets an enumerated value indicating whether the date range for the container should be a day, a week, a month or a year when auto-classifying records into this classification

◆ ContainerHasDateRange

bool TRIM.SDK.Classification.ContainerHasDateRange
getset

Gets or sets a boolean parameter indicating whether containers should be allocated based on a date range for contained items when auto-classifying records into this classification.

◆ ContainerPerOwner

bool TRIM.SDK.Classification.ContainerPerOwner
getset

Gets or sets a boolean value indicating whether the classification should allocate a new container based on the owner location of the record being auto-classified into this classification

◆ ContainerPerUserField

FieldDefinition? TRIM.SDK.Classification.ContainerPerUserField
getset

Gets or sets a field definition object indicating that the classification should allocate a new container based on the value of the specified user defined field when auto-classifying records into this classification

◆ ContainerSizeThreshold

int TRIM.SDK.Classification.ContainerSizeThreshold
getset

Gets or sets a number which determines the maximum number of contained items for containers created when auto-classifying records into this classification

◆ ContainerTitleTemplate

string TRIM.SDK.Classification.ContainerTitleTemplate
getset

Gets or sets a string value containing a template to be used when constructing the title of the container record for auto-classification.

◆ ContainerType

RecordType? TRIM.SDK.Classification.ContainerType
getset

Gets or sets the record type to be used when creating containers to be used when auto-classifying records into this classification.

◆ DateActiveFrom

TrimDateTime TRIM.SDK.Classification.DateActiveFrom
get

◆ DateActiveTo

TrimDateTime TRIM.SDK.Classification.DateActiveTo
get

◆ DaysDue

int TRIM.SDK.Classification.DaysDue
getset

Gets or sets an integer containing the number of days until work on a record within this classification is due to be complete. It basically sets a reminder date and is not used if the SetDueDateFromActions property is set.

◆ DefaultAccessControlList

TrimAccessControlList? TRIM.SDK.Classification.DefaultAccessControlList
getset

◆ DefaultJurisdiction

Jurisdiction? TRIM.SDK.Classification.DefaultJurisdiction
getset

Gets or sets the default jurisdiction of this classification. A classification can either have a default jurisdiction or a default jurisdiction group.

◆ Exclusions

LocationList TRIM.SDK.Classification.Exclusions
getset

Gets or sets a list of locations that have been specified as being excluded access to all records of this classification due to conflicts of interest

◆ HasChildClassifications

bool TRIM.SDK.Classification.HasChildClassifications
get

Gets a boolean value indicating if this classification has any lower level classifications.

◆ HomeLocation

Location? TRIM.SDK.Classification.HomeLocation
getset

Gets or sets the default home location for records of this Classification. The home location is traditionally used to hold the storage location of a record. This Location will replace any default home location assigned to the record through record type.

◆ IdNumber

string TRIM.SDK.Classification.IdNumber
get

Gets a string containing the unique identification number for this Classification. This number uniquely identifies the Classification amongst all other Classifications. It consists of the level number (Classification.LevelNumber) for this Classification preceded by the level numbers of all the parent classifications in this classification's hierarchy. The number will appear compressed (any leading zeros removed) if the numbering pattern for this classification involves upper case numeric characters. The numbering pattern for this Classification is held in the ChildPattern property of its parent classification.

◆ IdNumberUncompressed

string TRIM.SDK.Classification.IdNumberUncompressed
get

Gets a string containing the expanded form of the unique identification number for this Classification. This consists of the expanded level number (Classification.LevelNumberUncompressed) for this Classification preceded by the expanded level numbers of all the Classification terms in this Classification's hierarchy.

◆ IdolCategory

long TRIM.SDK.Classification.IdolCategory
getset

Gets or sets the IDOL category ID associated with this classification - used for category training and automatic classification.

◆ IsActive

bool TRIM.SDK.Classification.IsActive
get

◆ IsApproved

bool TRIM.SDK.Classification.IsApproved
getset

Gets or sets a boolean value indicating that this classification has been approved for use in classifying records.

◆ LevelNumber

string TRIM.SDK.Classification.LevelNumber
getset

Gets or sets a string containing the level number for this Classification. This number uniquely identifies the Classification amongst the other Classification levels of the same parent Classification. The level number will appear compressed (any leading zeros removed) if the numbering pattern for this classification involves upper case numeric characters. The numbering pattern for this Classification is held in the ChildPattern property of its parent Classification.

◆ LevelNumberUncompressed

string TRIM.SDK.Classification.LevelNumberUncompressed
getset

Gets or sets a string containing the expanded form of the level number for this Classification. This number uniquely identifies the Classification amongst the other classification levels of the same parent classification.

◆ MinimumConfidenceLevel

int TRIM.SDK.Classification.MinimumConfidenceLevel
getset

Gets or sets a number value (1-100) indicating the minimum confidence level attained before this classification can be selected for Auto-Classification

◆ Name

new string TRIM.SDK.Classification.Name
getset

Gets or sets a string containing the name of this Classification object. This is the name of this Classification level alone, for example 'General' (sub classification in the 'Accommodation - Domestic - General' hierarchy).

◆ Notes

string TRIM.SDK.Classification.Notes
getset

◆ NumberingIsManual

bool TRIM.SDK.Classification.NumberingIsManual
get

Gets a Boolean value indicating whether the numbering of records using this Classification requires manual input.

◆ OnlyRecordTypes

string TRIM.SDK.Classification.OnlyRecordTypes
get

Gets a string listing all the record types this classification is allowed to be attached to.

◆ OwnerLocation

Location? TRIM.SDK.Classification.OwnerLocation
getset

Gets or sets the default owner location for records of this Record Type. The owner location traditionally has responsibility for a record. Only users that belong to the owner location of a record can initially set its access controls. This Location will replace any default owner location assigned to the record through record type.

◆ ParentClassification

Classification? TRIM.SDK.Classification.ParentClassification
get

Gets or sets the parent classification for this classification. Top level classifications do not have a parent classification. When setting the ParentClassification, a number of default values will be inherited from the parent, so you should set this property first on any new classification.

◆ PendingAutoClassification

bool TRIM.SDK.Classification.PendingAutoClassification
getset

Gets or sets a boolean property indicating whether this classification is used as a holding bay for the auto classification processor

◆ PolicyCentreGUID

string TRIM.SDK.Classification.PolicyCentreGUID
getset

Gets or sets a GUID value indicating the unique identifier for this classification in the Policy Center integration

◆ PreventAutoClassification

bool TRIM.SDK.Classification.PreventAutoClassification
getset

Gets or sets a boolean property indicating whether this classifiication is excluded from the set of classifications used by the Auto-Classification tool

◆ RecordLastNumber

string TRIM.SDK.Classification.RecordLastNumber
getset

Gets or sets a string containing the starting number for any new records created with this Classification, if they are numbered by classification. This should be set to a value that matches the numbering pattern determined by the Classification.RecPattern property.

◆ RecordPattern

string TRIM.SDK.Classification.RecordPattern
getset

Gets or sets a string containing the numbering pattern by which the record number for records created with this Classification should be set, if the records are numbered by classification. The starting number (last number used) is held in the Classification.RecPatternLastNbr property. No records can be created from this level unless this pattern is defined.

◆ RetentionSchedule

Schedule? TRIM.SDK.Classification.RetentionSchedule
getset

Gets or sets a Schedule object which is the Retention Schedule that should be applied to records of this Classification. This Retention Schedule will replace any default schedule assigned to the record through record type.

◆ SecurityProfile

TrimSecurityProfile? TRIM.SDK.Classification.SecurityProfile
getset

◆ SetDueDateFromActions

bool TRIM.SDK.Classification.SetDueDateFromActions
getset

Gets or sets a Boolean value indicating whether the DateDue property of a record should be updated based on the current action assigned to the record.

◆ StartupTemplate

WorkflowTemplate? TRIM.SDK.Classification.StartupTemplate
getset

Gets or sets a default Workflow Template used to initiate a new workflow whenever a new record is created within this classification.

◆ Title

string TRIM.SDK.Classification.Title
get

Gets a string containing the title of this Classification object, used as the generated part of the title when titling records by classification. It consists of the name of this Classification level (held in the Classification.Name property) preceded by the names of all the Classification terms in this Classification's hierarchy. For example, 'Accommodation - Domestic - General' is the title of the Classification with name 'General'.